New Jersey Business Owners Financial Planning
I help New Jersey Business Owners Maximize their Wealth using Advanced Tax & Financial Strategies for both their Business & Personal Finances.
"Know Your Savings Before You Agree to the Fee" How it works

Want to find out more?
THE PROCESS
-
15-Minute Conversaton
Is there a true need and want to act on a plan.
-
Hour Long Discussion
Here we discuss in detail your current financial situation and what strategies are in place.
-
Brief Assessment Time
I assess the facts, wants and what strategies I can put in place for you.
-
Introductory Fee Presentation - No Commitment
I review the strategies I discovered and you decide if you want to move forward, no commitment.
-
Put the Plan into ACTION
We work together to put the plan into action & receive financial education as needed.
-
Yearly Fee Ongoing Service
During the action phase we assess if you'd like an ongoing service. Tax laws, economy & finances change. Disciplined monitoring is the most important piece & most forgotten part.
STRATEGIC FOCUS AREAS
-
Tax Strategies
Reduce taxes based on company & personal situation, tax bracket management, investment tax loss harvesting etc.
-
Retirement Plans for business
solo 401K, 401K, Roth, benefit plans etc.
-
Health Insurance
Spouses insurance, your own insurance, HSA for future planning etc.
-
Investment advice & monitoring
Business accounts and or personal accounts.
-
Life "Risk" Insurance
Term, whole, universal. Business or personal.
-
Disciplined Financial Monitoring
We work the plan continually & keep you informed now and into the future.
-
Financial Education
If you understand your plan & become active in it's creation, watching your growth will be enriching.